http://www.proformative.com It’s rare you run into a company that isn’t strategizing for growth. But as your business grows so do the demands on your accounting systems. The notion of “if you’re not growing as a company, then you’re dying” is powerful. And in this age of everything moving at hyperspeed - growth can happen faster than you have time to react. For companies using QuickBooks - mired in spreadsheets, disconnected systems & workarounds - you could possibly find yourself moving backwards. Don’t let the shortcomings of QuickBooks impede your path to success. Join Mike O’Brien, GM of Financial Management Applications at FinancialForce.com and see how you can make the leap from QuickBooks to cloud financials. By combining FinancialForce Accounting, a comprehensive cloud-financial management application with the power of Salesforce CRM, you will find greater visibility, flexibility, and agility you need to “get ahead of it” and realize your full potential.

1. Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals
We Broke QuickBooks: Moving to Cloud
Financials with FinancialForce Accounting

2. Proformative Event Notes
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webinar.

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Welcome to Proformative
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4. Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals
We Broke QuickBooks: Moving to Cloud
Financials with FinancialForce Accounting
Mike O’Brien, GM of Financial Management Applications,
FinancialForce.com

5. The growth curve conundrum
Revenue
G&A

6. With growth, other growing pains and needs arise
• Reporting
• Chart of accounts
• Process flexibility
• Multi-company
• Multi-currency
• New lines of business
• Ambitions to go public
• Compliance/audit trails
• Stringent audit requirements
• Separation of duties

7. Signs you’ve outgrown
QuickBooks
• Growth in transaction volumes
• A need for process automation
• Lack of integration is costly and disruptive
• Staff burning through the ‘midnight oil’
• Need for sophisticated accounting
requirements
• Multi-company, foreign currency
• Complex billing and revenue recognition
• Consolidations
• Need for more controls
• Workarounds & spreadsheets mushrooming
• Complex workflow & approval processes
• Too many users with full admin rights

8. Signs you’ve outgrown
QuickBooks
• Issues with data integrity
• More than one customer record across
systems
• Lack of real-time visibility into financials
• Moving data to Excel for analysis
• Constrained by number of dimensions
(classes)
• Products, projects costs, profitability
• Multiple users – System locking issues
• Does not fit existing technology architecture
• Sync and reconciliation with operational
systems

9. Moving Beyond
QuickBooks
• On-premise vs. cloud
solutions
• Most importantly: does
it fit your technology
strategy

10. Cloud financial systems
give you room to grow
• Flexible and relational chart of
accounts
• Multi-everything: company,
currency, users
• Dig into workflow, approval
processes, and configurability
• Security profiles
• Full functionality ERP with
revenue recognition

11. Moving to Cloud Financials
with FinancialForce
Accounting

12. Thank you for your interest in this presentation. View the
on-demand webinar or download the full presentation at:
www.Proformative.com